Purchases and Sales Made in Q4 2024 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q4 2024. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
SELL
|
- |
-24- 0.38% |
$9.75K - $10.9K
|
6.28K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-24- 0.53% |
$9.75K - $10.9K
|
4.49K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-24- 2.66% |
$9.75K - $10.9K
|
877
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-24- 1.41% |
$9.75K - $10.9K
|
1.68K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-24- 12.24% |
$9.75K - $10.9K
|
172
$86.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-24- 1.07% |
$9.75K - $10.9K
|
2.22K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-24- 0.05% |
$9.75K - $10.9K
|
44.9K
$22.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-25- 2.44% |
$10.2K - $11.4K
|
999
$500K
|
|
|
Jan 07, 2025
Q4 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-25- 0.09% |
$10.2K - $11.4K
|
27.9K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-25- 0.23% |
$10.2K - $11.4K
|
10.8K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-25- 1.13% |
$10.2K - $11.4K
|
2.19K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-25- 0.1% |
$10.2K - $11.4K
|
26.3K
$13.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-25- 0.8% |
$10.2K - $11.4K
|
3.09K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-25- 0.15% |
$10.2K - $11.4K
|
16.6K
$8.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-25- 1.34% |
$10.2K - $11.4K
|
1.84K
$923K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-25- -0.0% |
$10.2K - $11.4K
|
1.11M
$556M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-25- 0.32% |
$10.2K - $11.4K
|
7.85K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-25- 0.14% |
$10.2K - $11.4K
|
18K
$9.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-26- 0.46% |
$10.6K - $11.8K
|
5.62K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-26- 13.68% |
$10.6K - $11.8K
|
164
$82.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-27- 0.41% |
$11K - $12.3K
|
6.61K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-27- 0.38% |
$11K - $12.3K
|
7.01K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27- 1.07% |
$11K - $12.3K
|
2.49K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-27- 0.25% |
$11K - $12.3K
|
10.8K
$5.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-27- 1.05% |
$11K - $12.3K
|
2.55K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-27- 0.14% |
$11K - $12.3K
|
19.8K
$9.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-27- 1.25% |
$11K - $12.3K
|
2.13K
$1.07M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-27- 0.24% |
$11K - $12.3K
|
11.2K
$5.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-28- 0.06% |
$11.4K - $12.7K
|
49.5K
$24.7M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-28- 0.79% |
$11.4K - $12.7K
|
3.53K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-28- 1.93% |
$11.4K - $12.7K
|
1.43K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-28- 0.69% |
$11.4K - $12.7K
|
4.02K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-28- 0.51% |
$11.4K - $12.7K
|
5.46K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-28- 0.09% |
$11.4K - $12.7K
|
29.7K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-28- 0.68% |
$11.4K - $12.7K
|
4.06K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-29- 0.43% |
$11.8K - $13.2K
|
6.77K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-29- 0.66% |
$11.8K - $13.2K
|
4.37K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-29- 1.79% |
$11.8K - $13.2K
|
1.59K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-29- 0.17% |
$11.8K - $13.2K
|
17.1K
$8.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-29- 0.55% |
$11.8K - $13.2K
|
5.28K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-29- 0.27% |
$11.8K - $13.2K
|
10.7K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-29- 0.12% |
$11.8K - $13.2K
|
23.2K
$11.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-29- 0.37% |
$11.8K - $13.2K
|
7.72K
$3.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-30- 0.26% |
$12.2K - $13.6K
|
11.6K
$5.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-30- 0.22% |
$12.2K - $13.6K
|
13.8K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-30- 0.11% |
$12.2K - $13.6K
|
28K
$14M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-30- 0.29% |
$12.2K - $13.6K
|
10.4K
$5.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-30- 1.63% |
$12.2K - $13.6K
|
1.82K
$908K
|
|
|
Jan 29, 2025
Q4 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-30- 0.98% |
$12.2K - $13.6K
|
3.05K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-30- 0.62% |
$12.2K - $13.6K
|
4.78K
$2.39M
|